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| REH Wealth Advisors LLC
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| CRD # | 153826 |
| SEC # | 801-131406 |
| CIK # | |
| AUM | 110.5 M (2026-01-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 909-518-2134 |
| Address | 8384 Six Forks Raleigh, NC 27615 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/20/2026) [Brochure] |
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Item 5 Fees and Compensation
Investment Supervisory Services Fees
Our fee for Investment Supervisory Services is based on a percentage of the assets in your account
and is set forth in the following annual fee schedule:
Assets Under Management Annual Advisory Fee
$0 - $500,000 1.00%
$500,001 - $1,000,000 0.75%
$1,000,001 - $2,000,000 0.60%
$2,000,000 and Above 0.40%
Our annual Investment Supervisory Services fee is billed and payable, quarterly in arrears, based on
the balance at the end of the billing period. Our advisory fee is negotiable, at Adviser's sole discretion
depending on individual client circumstances.
Assets in each of your account(s) are included in the fee assessment unless specifically identified in
writing for exclusion.
Our annual fee for Investment Supervisory Services varies depending upon the market value of
your assets under our management, the type and complexity of the Investment Supervisory
Services Fees provided, as well as the level of administration requested either directly or assumed
by the client.
If the Investment Supervisory Services agreement is executed at any time other than the first day of
a calendar quarter, our fees will apply on a pro rata basis, which means that the advisory fee is
payable in proportion to the number of days in the quarter for which you are a client.
We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when the following requirements are met:
● You provide our firm with written authorization permitting the fees to be paid directly from your
account held by the qualified custodian.
● We send you an invoice showing the amount of the fee, the value of the assets on which the
fee is based, the time period covered by the fee, and the specific manner in which the fee was
calculated.
● The qualified custodian agrees to send you a statement, at least quarterly, indicating all
amounts disbursed from your account including the amount of the advisory fee paid directly to
our firm.
We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and the statement(s) you
receive from the qualified custodian call our main office number located on the cover page of this
brochure.
You may terminate the Investment Supervisory Services agreement upon 30 days written notice. You
will incur a pro rata charge for services rendered prior to the termination of the Investment Supervisory
Services agreement, which means you will incur advisory fees only in proportion to the number of days
in the quarter for which you are a client. If you have pre-paid advisory fees that we have not yet earned,
you will receive a prorated refund of those fees.
Financial Planning Fixed Fee
Reh Wealth Advisors LLC offers a free initial consultation for clients considering the ongoing full-service
program. Depending upon the complexity of the situation and the needs of the client, the rate for creating
client financial plans is between $2,500 and $5,000. Fees are paid in arrears upon completion. Because
fees are charged in arrears, no refund is necessary. The fees are negotiable and the final fee schedule
will be attached as Exhibit II of the Financial Planning Agreement. Clients may terminate their contracts
without penalty within five business days of signing the advisory contract. Reh Wealth Advisors LLC will
now offer a 1 hour financial planning meeting for $500. The purpose of these meetings is to provide
financial planning service during this time. If any client is unsatisfied for any reason, they will not be
charged for the 1 hour office hour meeting.
Financial Planning Hourly Fee
Depending upon the complexity of the situation and the needs of the client, the hourly fee for these
services is $500/hr. The fees are negotiable and the final fee schedule will be attached as Exhibit II of the
Financial Planning Agreement. Fees are paid in arrears upon completion. Because fees are charged in
arrears, no refund is necessary. Clients may terminate their contracts without penalty within five business
days of signing the advisory contract.
Employee Benefit Plan Services
Assets Under Management Annual Advisory Fee
$0 - $500,000 1.00%
$500,001 - $1,000,000 0.75%
$1,000,001 - $2,000,000 0.60%
$2,000,000 and Above 0.40%
The annual fee for employee benefit retirement plan services will be charged as a percentage of assets
within the Plan according to the above fee schedule.
The above listed fee does not include the fee of the 401(k) service provider that is selected. Our firm’s
fees are in addition to any fee assessed by mutual funds in which Plan assets are invested and any
transaction fee charged by the third-party administrator and/or custodian where the Plan is held.
Reh Wealth Advisors LLC receives no compensation of any kind from any party in relation to the services
it provides as an independent consultant to the Plan fiduciaries. Since fees are paid in arrears, no
refunds will be processed upon terminations. Clients may terminate at any time.
Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (1/20/2026) [Brochure] |
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Item 7 Types of Clients We offer investment advisory services to individuals (other than high net worth individuals), high net worth individuals, pension and profit sharing plans, corporations or other businesses. We require a minimum dollar amount of $500,000 to open and maintain an advisory account. The minimum requirement may be waived by the investment advisor, based on the needs of the client and the complexity of the situation. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 10.9 |
| (b) Individuals (high net worth individuals) | 39 | 96.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 200 | 110.5 |
| By Discretionary | ||
| Discretionary | 179 | 106.1 |
| Non-Discretionary | 21 | 4.4 |
| Total | 200 | 110.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.5 | |
| Total | 200 | 110.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
UT | 110.5 M |
|
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|
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|
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